Institutional Investor6d
What’s Driving the Surge in Customized Model Portfolios?
This likely shift could be driven by the need for better risk management and downside protection, but also by the potential ...
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I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that
My portfolio is approximately $1 million and they are offering a custom portfolio of stocks and bonds with a 60/40 ratio. I am 65 years old and they will meet with me three times a year to make ...